See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,483 | $65,365-28.9% | $92,893-50.0% | $72,985-36.3% |
| Participation rate | 71.4% | 68.3%+3.1pp | 76.0%-4.6pp | 69.5%+1.9pp |
| Annual return | 21.03% | 42.10%-21.1pp | 109.41%-88.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,169 | $2,594-55.0% | $3,653-68.0% | $2,440-52.1% |
| Participant deferral / active EE | $3,101 | $3,128-0.9% | $4,236-26.8% | $3,607-14.1% |
| Admin fee / account holder | $169 | $4,251-96.0% | $5,794-97.1% | $5,124-96.7% |